PFG Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-512
| Closed | -$30K | – | 201 |
|
|
2025
Q1 | $30K | Hold |
512
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $30.3K | Hold |
512
| – | – | 0.02% | 106 |
|
|
2024
Q3 | $30.3K | Hold |
512
| – | – | 0.02% | 108 |
|
|
2024
Q2 | $28K | Hold |
512
| – | – | 0.02% | 109 |
|
|
2024
Q1 | $28.8K | Hold |
512
| – | – | 0.02% | 105 |
|
|
2023
Q4 | $26.5K | Buy |
+512
| New | +$26.5K | 0.02% | 99 |
|